Reporting

In addition to statements and reports provided by the custodian, LVM provides regular reporting, printed or electronic, customized to the client's needs. Any or all client reports—such as portfolio summaries, appraisals, purchase and sale, realized gains and losses, and income and expense reports—are commonly sent to clients on a quarterly or more frequent basis. Clients may also request that regular reports be sent to their tax preparer, attorney, or other advisors to help streamline communications.